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NewEdge Advisors, LLC: FIDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on FIDU, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 72,031 FIDU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,031 shares
    Change vs previous 13F +5,040 shares

    0.02% of the 13F portfolio, value $7,175,077.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 66,991 shares
    Change vs previous 13F -19,728 shares

    0.02% of the 13F portfolio, value $5,796,023.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,719 shares
    Change vs previous 13F -25,729 shares

    0.03% of the 13F portfolio, value $7,152,582.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 112,448 shares
    Change vs previous 13F +21,655 shares

    0.04% of the 13F portfolio, value $9,213,966.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 90,793 shares
    Change vs previous 13F -2,052 shares

    0.04% of the 13F portfolio, value $7,039,197.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 92,845 shares
    Change vs previous 13F +24,468 shares

    0.04% of the 13F portfolio, value $6,357,081.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 68,377 shares
    Change vs previous 13F -11,445 shares

    0.03% of the 13F portfolio, value $4,807,642.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 79,822 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,760,754.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).